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Dollar General
DG

1,201 hedge funds and large institutions have $46.9B invested in Dollar General in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 441 increasing their positions, 484 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $707M | Put options by funds: $653M

0% more funds holding in top 10

Funds holding in top 10: 25 → 25 (0)

9% less repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 484

1.82% less ownership

Funds ownership: 94.98% → 93.16% (-1.8%)

2% less funds holding

Funds holding: 1,231 → 1,201 (-30)

9% less capital invested

Capital invested by funds: $51.5B → $46.9B (-$4.59B)

11% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 115

Holders
1,201
Holders Change
-30
Holders Change %
-2.44%
% of All Funds
18.94%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
102
Increased
441
Reduced
484
Closed
115
Calls
$707M
Puts
$653M
Net Calls
+$53.9M
Net Calls Change
+$165M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$306M
2
Capital World Investors
Capital World Investors
California
+$291M
3
AC
AKO Capital
United Kingdom
+$183M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$172M
5
Goldman Sachs
Goldman Sachs
New York
+$168M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
2
Morgan Stanley
Morgan Stanley
New York
-$400M
3
BI
BlueSpruce Investments
Illinois
-$360M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$351M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1101
Zions Bancorporation
Utah
$26K +$1.49K +7 +6%
TAIM
1102
TD Ameritrade Investment Management
Nebraska
$26K +$3.19K +15 +15%
BWM
1103
Baystate Wealth Management
Massachusetts
$25K -$2.97K -14 -11%
EARNEST Partners
1104
EARNEST Partners
Georgia
$25K – – –
DI
1105
Disciplined Investments
Oklahoma
$25K +$3.61K +17 +18%
CB
1106
CNB Bank
Pennsylvania
$24K +$2.12K +10 +10%
HNWAG
1107
High Net Worth Advisory Group
Florida
$23K – – –
MA
1108
MUFG Americas
New York
$23K – – –
ST
1109
Sageworth Trust
Pennsylvania
$23K – – –
GLLW
1110
Graves Light Lenhart Wealth
Virginia
$22K -$38.5K -181 -64%
CP
1111
Corbenic Partners
Pennsylvania
$22K – – –
GI
1112
Gradient Investments
Minnesota
$22K – – –
LWA
1113
Lowe Wealth Advisors
Maryland
$22K – – –
SWA
1114
SOA Wealth Advisors
New York
$22K – – –
SSG
1115
Summit Securities Group
New York
$21K -$304K -1,429 -94%
JFA
1116
JNBA Financial Advisors
Minnesota
$21K – – –
AWMS
1117
Advocacy Wealth Management Services
Georgia
$21K +$6.8K +32 +52%
TC
1118
Trust Company
Kansas
$20K – – –
ME
1119
McIlrath & Eck
Washington
$19K – – –
FRA
1120
Front Row Advisors
California
$18K – – –
FWM
1121
Focused Wealth Management
New York
$17K -$23.4K -110 -59%
IAS
1122
IMA Advisory Services
Colorado
$17K – – –
KC
1123
Knuff & Co
California
$17K – – –
HR
1124
Howe & Rusling
New York
$16K – – –
MPWT
1125
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
43 44
45
46 47

DG Hedge Fund Activity: Q1 2022 in Review

1,201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2022, worth a combined $46.9B — down 8.9% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of DG and 102 opened new positions — a net loss of 13 holders — while 484 trimmed existing stakes and 441 added.

The largest buyer was Capital International Investors, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $451M.

  • 1,201 institutional investors held Dollar General (DG) as of Q1 2022, down from 1,231 in Q4 2021.
  • Funds reported $46.9B of Dollar General stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 102 funds opened new Dollar General positions in Q1 2022 and 115 closed out, a net change of -13 holders.
  • The largest Dollar General buyer in Q1 2022 was Capital International Investors, an estimated $306M added.
  • The largest Dollar General seller in Q1 2022 was Wellington Management Group, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2022.